Business Manager (Private Banking)
Core
Support Private Banking front office initiatives, day-to-day business activities, sales projects, reporting, analytics, and regulatory compliance.
Role type
Business Manager (Private Banking)
Builds
Sales operating rhythm, performance reports, presentations for Regional Management, and compliant frontline processes.
Domain
Private Banking / Financial Services
Deliverable
dashboards & analysis
Required skills
Data extraction and analysis (Excel, Access, Business Objects, Power BI), Sales operations management, Regulatory compliance, Stakeholder collaboration, Process improvement, Presentation creation (PowerPoint)
Preferred skills
None stated
Technologies
Excel, Access, Business Objects, Power BI, PowerPoint
Responsibilities
Support Front Office business initiatives and projects (sales, operational, risk, technical); Monitor KPI performance and track weekly pipelines; Build and maintain sales operating rhythm and prepare performance reviews; Ensure compliance with external regulatory and internal policy requirements; Collaborate with Finance, Global Sales Management, and other departments; Act as FO representative on system/trading platform matters.
Seniority
Mid-Senior (5+ years experience)